AI Memory & HBM
High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.
12 stocks
| Name |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|
1
Lam Research
LRCX
$347B
| 1,459 | +161 | +12% | $83.1B |
|
2
Micron Technology
MU
$1.05T
| 1,422 | +195 | +16% | $84.3B |
|
3
Rambus
RMBS
$10.1B
| 258 | +22 | +9% | $2.8B |
|
4
FormFactor
FORM
$8.85B
| 232 | +6 | +3% | $3.32B |
|
5
Camtek
CAMT
$6.13B
| 105 | +10 | +11% | $663M |
|
6
Tema Memory ETF
DISK
$63.3M
| – | – | – | – |
|
7
Roundhill Memory ETF
DRAM
$23.2B
| – | – | – | – |
|
8
Tuttle Capital Concentrated Memory Stack ETF
HBMX
$26.2M
| – | – | – | – |
|
|
KMEM
9
Kurv Memory Select ETF
KMEM
$25.6M
| – | – | – | – |
|
10
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|
11
SK Hynix Inc
SKHY
$1.07T
| – | – | – | – |
|
12
Sandisk
SNDK
$202B
| – | – | – | – |
|